Nvidia plans deep cuts to GeForce output as memory dries up
RTX 50 supply faces heavy reductions while pricier cards get priority
Nvidia is preparing to slash GeForce GPU production in early 2026 amid memory shortages, leaving mainstream gamers squeezed while higher-margin cards get first dibs.
AI memory boom drives Micron to record quarter
Data centre demand and HBM sales send revenues soaring while refits bite consumers
Micron Technology smashed expectations with record quarterly results as AI-driven memory demand powered revenues higher, margins expanded sharply, and data centre sales reshaped the business.
ZLUDA edges closer to cracking Nvidia’s CUDA lock-in
ROCm 7 support
ZLUDA is back again, still trying to do the unthinkable and make CUDA code run properly on non-Nvidia GPUs.
Nvidia chokes RTX 50 supply as memory crunch bites
No price hike yet, just fewer cards and frustration
Nvidia is preparing to slash RTX 50 series GPU production as it stares down a long-term memory shortage and decides scarcity is the least ugly option.
Coreweave’s AI dream springs a leak
Rain, debt and mixed messages rattle the boom.
CoreWeave has managed to torch about $33 billion in market value in six weeks, which is quite a trick even by AI hype standards.
Trump's 25 per cent cut of Nvidia sales is "nuts"
Only helps China
US President Donald Trump's cunning plan to get a 25 per cent cut of Nvidia's AI chip sales to China by allowing the outfit to sell behind the bamboo curtain has been dismissed as nuts.
Broadcom rides AI boom, but the market still flinches
Analysts moan about the margins as shares wobble
Broadcom delivered another slab of AI-fuelled growth and still managed to spook the market in after-hours trading.
Intel boss tangled in deals that fatten his own portfolio
Lip-Bu Tan’s investment web puts Troubled Chipzilla in an awkward spotlight
Troubled Chipzilla’s chief Lip-Bu Tan is under fire as revelations pile up about deals that seem to bulk up his personal fortune. At the same time, he presides over a company that Washington wants to drag back to industrial prominence.
Nvidia cooks up chip-tracking tech
GPU giant moves to stop its kit wandering into banned markets
Nvidia has cooked up location-verification software that can reveal which country its chips are running in as it scrambles to stop its AI hardware from being smuggled into places where Washington has slapped export bans.
Oracle’s spending spree rattles investors
Rising bill for AI data centres spooks market
Oracle opened its books with a thud as the cocaine nose jobs of Wall Street fretted about the size of its cheques for AI-driven data centre expansion.